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Alternative funds in 2018, Photo by rawpixel on Unsplash

Taking Positives From 2018

Falling markets can be useful in many ways. They can provide attractive entry prices for long-term investors. And they can reveal who has been swimming naked.

Sizing up small-cap funds, Photo by patricia serna on Unsplash

Sizing Up UK Small-Cap Funds

We seem to be having more of a Santa Rout than a Santa Rally, so it’s a brave investor that’s looking to put money in small-cap funds right now. But I think it’s a great time to size up what’s on offer.

Mathematic formulas, Photo by Antoine Dautry on Unsplash

3 Maths Mistakes That Drive Me Nuts

When you’re messing around with statistics, it’s all too easy to come up with something that’s horrendously misleading. Investing stats are no different. Here are three that really set my teeth on edge.

Rollercoaster markets, Photo by Priscilla Du Preez on Unsplash

2018: Two Big Dips But Still All Flat

Picking good investments is important but perhaps represents just 20% of the puzzle. Learning how to hold onto the darn things, regardless of what the market throws at you, is arguably the other 80%.

Small cap investment trusts, small chick by Ray Hennessy at Unsplash

Big Returns From The Small-Cap Effect

I’ve always had a soft spot for investing in smaller companies, aka small caps. It’s what many private investors cut their teeth on. What’s more, there’s decent evidence that such companies outperform the wider market. This phenomenon has even got a catchy moniker: the small-cap effect.


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